Provide remote assistance via video conferencing and phone to members and non-members.
Analyze, establish and update personal and business member relationships while recommending appropriate products and services.
Meet or exceed all sales and performance goals through key performance indicators and core values.
Randolph-Brooks Federal Credit Union (RBFCU) is the largest credit union in Texas with more than 1 million members and total assets exceeding $15 billion. Recognized for financial stability and frequently acknowledged as one of the best workplaces in Texas, RBFCU offers a culture of growth and service.
Own and optimize AI-powered support tools including chatbots, copilots, and automation workflows.
Analyze customer interactions to improve AI response accuracy and reduce manual workload.
Collaborate with Product and Engineering teams to design intelligent workflows and enhance customer experience.
The partner company is a technology-driven organization specializing in AI-powered support solutions for financial services. It operates as a remote-first, global team with a culture focused on innovation and collaboration.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Provide Tier 1 inbound and outbound customer support for online banking, login assistance, and general account inquiries.
Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income.
Maintain accurate documentation of customer interactions and monitor performance metrics like First Call Resolution and Customer Satisfaction.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services, including solar, residential, commercial, and SBA loans, with a focus on sustainability. They are a Certified B Corporation with branches in Florida and a growing digital presence, employing a mission-driven team of goal-setters and changemakers.
Serve as the primary point of contact for business banking clients, resolving service issues and guiding them through bank processes.
Manage client deposit and loan products, including account opening and customer retention efforts.
Collaborate with the sales team on portfolio management, including in-person sessions, and act as liaison with internal fraud teams.
KeyBank is a financial institution that provides banking and financial services. With over 200 years of history, the company employs a large workforce and fosters an inclusive culture with flexible work options.
Provide high-level customer service by responding to telephone or email inquiries and resolving problems including fraud support and internet operations.
Act as a liaison between customers and various departments to resolve complex issues while navigating multiple computer systems.
Obtain thorough knowledge of products, services, rates, terms, fees, and applicable regulations.
U.S. Bank helps customers and businesses make better financial decisions and enables communities to grow. It is a large financial institution offering a wide range of career opportunities and a collaborative culture.
Lead and monitor the bank's CRA program to ensure ongoing regulatory compliance and performance.
Partner with leadership to evaluate community development investments and coordinate regulatory examinations.
Provide guidance and training to business units on lending compliance requirements and regulatory expectations.
Ocean Bank is a financial institution focused on community development and regulatory compliance. The bank values a collaborative culture and regulatory excellence, with a team that balances compliance with meaningful community impact.
Responds to daily phone calls and emails from B2B clients within service level agreements.
Manages time-sensitive tasks, identifies cross-selling opportunities, and uses Salesforce for tracking.
Ensures compliance with procedures including CIP processing, marketing coordination, and regulatory adherence.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a hybrid, remote-office company with onsite locations in several US cities, and their team of problem solvers celebrates diversity through a HUMBLE*HUNGRY*SMART approach.
Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness.
Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations.
Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting.
HighLevel is an AI-powered business operating system that helps agencies, entrepreneurs and SMBs build, automate and scale their businesses. With over 2,000 team members across 10+ countries, it operates as a global, remote-first organization built for speed and ownership.
Provide first-class accounting software support via phone and email, troubleshooting issues and guiding end-users.
Manage inbound calls and tickets, maintaining records and ensuring timely resolution of customer issues.
Perform minor software testing, provide feedback, and leverage AI tools to improve processes.
Caseware is a Canadian fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. The company has a collaborative culture, values innovation, and emphasizes work-life balance with a diverse, global team.
Support day-to-day client relationships across commercial card and accounts payable clients.
Handle inbound client support phone lines, fielding questions and resolving card operations issues independently.
Escalate complex processor issues to the Customer Success Manager with full context and documentation.
We are a fintech startup building a payments stack for commercial card and accounts payable products. We are a small, growing team where you will do real work from day one and have a clear path to grow into a full Customer Success Manager role.
Identify and resolve customer inquiries with active listening and critical thinking for first call resolution.
Answer inbound phone calls accurately and professionally, providing tier one digital banking and debit card support.
Meet quality and productivity goals while ensuring customer information security and minimizing bank loss.
SouthState Bank is a trusted financial partner building personal relationships with forward-thinking solutions. With roots since the 1930s, we foster a culture of integrity, trust, and growth where individual contributions are recognized and potential is cultivated.
Act as the principal person in charge of the Ombudsman channel in Brazil, ensuring compliance with Central Bank regulations and managing all incoming demands.
Prepare semiannual reports and manage the Reclame Aqui channel to maintain a company score above 8.0.
Serve as subject matter expert for client inquiries, focusing on trade-related issues and local Brazilian payment systems like Pix.
Bybit is a leading cryptocurrency exchange and digital financial platform serving over 80 million users globally. The company fosters a high-performance environment with a global team of ambitious builders and innovators.
Provide world-class customer service to clients and resolve questions or concerns.
Strategically partner with installers to improve the customer experience and manage project pipelines.
Analyze data, spot trends, and conduct due diligence checks and fraud investigations.
GoodLeap is a technology company providing financing and software for sustainable home solutions like solar panels and energy-efficient HVAC. With over 1,000 employees and a platform facilitating $30 billion in financing since 2018, they emphasize a collaborative culture and support the nonprofit GivePower.
Provide one-on-one financial counseling sessions to students, supporting informed borrowing, debt management, and repayment planning.
Deliver financial literacy workshops and manage student tuition accounts with accurate billing and coordination.
Oversee billing for tuition reimbursement programs and conduct exit counseling for graduating students.
This role supports students through their financial journey in higher education, combining student-facing advisory work with financial administration. The environment is fast-paced and detail-driven, requiring accuracy, empathy, and strong organizational skills.
Provide advanced support and guidance on complex credit inquiries escalated from specialists and contact center teams.
Act as a subject matter resource for credit-related policies, procedures, and decisioning frameworks.
Ensure consistent application of credit guidelines while maintaining compliance with internal standards and regulatory requirements.
A partner company in the financial services sector provides credit solutions and banking services. It is a large organization with a focus on customer service excellence and operational efficiency.
Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.
PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.